Create a Sub-Expense Type
How to Create a Sub-Expense Type in Muhasib ERP
Overview
This guide will help you add a controlled subcategory beneath the correct expense head.
The subcategory becomes available under its parent for allowed expense entry and reporting.
Who can do this
You need access to Sub-Expense Type setup and relevant account.
Before you start
Confirm the parent head, unique subcategory name, account/default inheritance, reporting need, and approval.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Expenses & Vouchers → Setup → Sub-Expense Type.
Create a Sub-Expense Type
Step 1: Search for an existing equivalent subcategory
Step 2: Start a new sub-expense type
Step 3: Select the correct parent expense head
Step 4: Enter a clear name and description
Step 5: Confirm inherited or explicit account/default values
Step 6: Set status and save once
Check your work
Confirm parent-child placement, mappings, active status, and selection in a test expense.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Avoid unnecessary depth or duplicate categories.
- Correct the parent before live use if the hierarchy is wrong.